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Epic Icahn Interview

By Ilene
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Notes:

  • Activists are all different, some are more short term and some are more long term.
  • Buy when no one wants to buy, and hold for a decade or so.
  • Many of our companies are not run well.
  • Valeant's business model. Overstating earnings. Day of comeuppance. ETFs.
  • Friendships with William Ackman and Larry Fink. 
  • Lots more. Watch the whole thing. 

Epic Icahn Interview

Courtesy of 

This week Carl Icahn discussed activist investing and his career with Andrew Ross Sorkin as the closing event at the annual DealBook conference, which I’ve renamed “Earning Man”

Definitely worth watching and absorbing, it’s insightful and hilarious.

New York Times

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